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Tack för att du skickade din bokning! En av våra teammedlemmar kontaktar dig snart.
Kursplan
Configuration Fundamentals
- Creating and customizing standard and custom objects
- Adding fields, validation rules, and record types
- Configuring page layouts and compact layouts
Object Manager & Lightning App Builder
- Using Object Manager to manage schema and relationships
- Building Lightning pages with App Builder
- Creating Lightning apps and navigation
Workflow and Process Automation
- Overview of automation tools: Workflow, Process Builder, and Flow
- Designing record-triggered Flows for common scenarios
- Hands-on: building a basic approval or notification Flow
Productivity and Collaboration
- Using Chatter and activity timelines for team collaboration
- Productivity integrations: email, calendar, and mobile
- Personalizing the Lightning Experience for users
Reports and Dashboards
- Creating tabular, summary, and matrix reports
- Building dashboards and using dashboard filters
- Scheduling reports and subscribing users
Security, Sharing & Access
- Understanding profiles, permission sets, and roles
- Record-level sharing and sharing rules
- Best practices for securing org data
Hands-on Lab: End-to-End Scenario
- Configure objects and pages for a sample business process
- Implement automation and create reports/dashboards
- Present and review the solution with peers and instructor
Troubleshooting and Optimization
- Common configuration pitfalls and how to fix them
- Performance tips for Flows and page layouts
- Resources for continued learning and Trailhead paths
Summary and Next Steps
Krav
- Basic familiarity with CRM concepts
- Comfort using web applications and forms
- Access to a Salesforce account for hands-on practice
Audience
- Administrators new to Salesforce
- Business analysts and power users
- Sales and service team leads responsible for processes
7 timmar
Vittnesmål (4)
Sättet att interagera med studenter
izabela - BCA Polska Sp. z.o.o.
Kurs - Salesforce for Sales and Administration
Maskintolkat
Lyckligtvis var jag 1 mot 1 med min tränare. Det här var väldigt bra. Victor arbetade i min takt, han förklarade saker tydligt och jag var väldigt nöjd med resultatet.
Craig - Superior Minerlas
Kurs - Salesforce for End Users
Maskintolkat
introduktion till tillämpningsscenarier
Rachel - ge ren
Kurs - Salesforce CPQ for Administrators
Maskintolkat
The style and method of Training, it was more interacting than just listening in through the whole training, She gave me chance to practically apply her teachings while she was doing the training. So i really enjoyed that, gave me all the attention and asked where and what needed her to show me and i learned so many new features and have more knowledge now than before, i also gained some confidence in doing my work and using Salesforce.
